Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"

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(Created page with "{{Review}} == Summary == This Article will explain how to add a fuel surcharge to the bottom of a Logistic Invoice. == More Information == In order to add a fuel surcharge you ...")
 
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{{Review}}
 
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== Summary ==
 
== Summary ==
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This Article will explain how to add a fuel surcharge to the bottom of a Logistic Invoice.
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This article will explain how to add a fuel surcharge to a {{TI}} Invoice.
  
 
== More Information ==
 
== More Information ==
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In order to add a fuel surcharge you will need to go to;
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Go to {{Menu|{{TI}}|Invoice Production}}.
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{{Menu|Logistics Management|Invoice Production}}
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* {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I Find a Customer?|customer]]}} you want to invoice.
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* {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction.  
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* Set-up the filters to capture the jobs to be invoiced.
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* {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.''   
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** {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I Find a Customer?|customer]]}} you want to invoice.
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* Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}.
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** {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction.  
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* On {{DataPrompt|Discount %}}, enter the {{DataValue|percentage}} that you want to charge for for fuel as a '''negative''' figure.
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** {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.''   
 
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* To add a ''' Fuel Surcharge'' you will need to;
 
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** Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}} to apply a blanket discount to the whole of the invoice.
 
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** On {{DataPrompt|Discount %}} enter the {{DataValue|percentage}} that you want to charge for for fuel as a '''negative''' figure.
 
  
 
{{Warning|iconsize=small|text=Entering  a positive amount will result in a discount being applied rather than a Fuel Surcharge added.}}
 
{{Warning|iconsize=small|text=Entering  a positive amount will result in a discount being applied rather than a Fuel Surcharge added.}}

Revision as of 16:16, 26 September 2011

Summary

This article will explain how to add a fuel surcharge to a Logistics Management Invoice.

More Information

Go to " Logistics Management Invoice Production".

  • "Account :" Enter the 'customer' you want to invoice.
  • "Invoice Date :" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
  • "Job Status :" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
  • Set the "Discount Type :" to 'B'.
  • On "Discount %", enter the 'percentage' that you want to charge for for fuel as a negative figure.
Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added.
  • Now invoice out the Jobs in the usual fashion.


See also


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Keywords AND Misspellings
Add, Adding, Include, Fuel, charge, Surcharge, Invoice, Logistics
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